European investors bought further into bond funds in October despite the new quantitative easing by the European Central Bank (ECB) and interest rate cut by the Federal Reserve. The general inflows into mutual funds come despite ongoing concerns about declining company earnings and the possible effects of the trade war between the U.S. and China.…
DetailsOctober was another positive month for the European ETF industry, as the promoters of ETFs in Europe enjoyed above average inflows in October. These led, in combination with the positive performance of the underlying markets, to an increase in assets under management in the European ETF industry from €795.6 bn as of September 30, 2019,…
DetailsFor the last two weeks, I feel like a psychoanalyst. After a number of sensational headlines in the newspapers, many of my clients, who received Cypriot passports over the past 6 years, became slightly nervous. That is why I have decided to write a short article that will clarify the current situation with the Citizenship…
DetailsThe uncertainty surrounding Brexit poses a challenge for our clients who are looking for the right way to move to the UK, while enjoying the benefits of being part of the EU. In the past, the standard choice for most HNWIs wishing to immigrate to the UK tended to be the Investor visa (Tier 1).…
DetailsAfter strong outflows from equity funds in August, it appears quantitative easing by the European Central Bank (ECB) and the interest rate cut by the Federal Reserve have led European investors back to equities in September. This comes despite ongoing concerns about declining company earnings and the possible effects of a trade war between the…
DetailsWith the rise of ETFs, index mutual funds had been out favour with European investors until the year 2015. But even as index funds got some positive momentum since 2016, ETFs still experienced higher inflows. While I was analysing the year-to-date flows at the end of August, I was surprised that index funds (+€52.5 bn)…
DetailsAfter outflows in August, the promoters of ETFs in Europe enjoyed above average inflows in September. These led, in combination with the positive performance of the underlying markets, to an increase in assets under management in the European ETF industry from €757.0 bn as of August 31, 2019, to €795.5 bn at the end of…
DetailsThe study “Searching for Growth in an Age of Disruption” conducted by the consulting firm Oliver Wyman and Morgan Stanley Research, estimates a mere one per cent compound annual growth rate for the revenues of asset managers. According to the authors of the study, the slowdown in revenue growth is driven by a growing unwillingness…
DetailsA look at the fund flows in Europe for the year 2019 so far (-€73.0 bn) reveals that the European fund industry faces another difficult year. In more detail, April 2019 marked the twelfth consecutive month with outflows from long-term mutual funds. In aggregate, these outflows were so high that 2018 came in as the…
DetailsThe negative fund flows trend in Europe continued in April as the securities markets showed a volatile, but positive, trend. As a consequence, April was the twelfth month in a row long-term mutual funds posted net outflows after 16 consecutive months of net inflows. Taking the current interest rate environment into account, it was surprising…
Details
